EWM
Evercore Wealth Management’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$11K | – | 418 |
|
|
2018
Q3 | $11K | Hold |
10,000
| – | – | ﹤0.01% | 424 |
|
|
2018
Q2 | $18K | Hold |
10,000
| – | – | ﹤0.01% | 404 |
|
|
2018
Q1 | $26K | Hold |
10,000
| – | – | ﹤0.01% | 349 |
|
|
2017
Q4 | $26K | Sell |
10,000
-306
| -3% | -$796 | ﹤0.01% | 681 |
|
|
2017
Q3 | $28K | Hold |
10,306
| – | – | ﹤0.01% | 650 |
|
|
2017
Q2 | $38K | Hold |
10,306
| – | – | ﹤0.01% | 617 |
|
|
2017
Q1 | $27K | Hold |
10,306
| – | – | ﹤0.01% | 710 |
|
|
2016
Q4 | $73K | Hold |
10,306
| – | – | ﹤0.01% | 538 |
|
|
2016
Q3 | $75K | Buy |
10,306
+3,000
| +41% | +$21.8K | ﹤0.01% | 528 |
|
|
2016
Q2 | $50K | Buy |
7,306
+2,500
| +52% | +$17.1K | ﹤0.01% | 583 |
|
|
2016
Q1 | $44K | Buy |
+4,806
| New | +$44K | ﹤0.01% | 594 |
|